Defined Benefit Plans Senior Consultant

Drive innovative defined benefit strategies as a Senior Consultant. Lead client interactions and mentor junior staff in a dynamic hybrid role based in Montreal. In this role, you will act as the primary consultant for clients, ensuring the design and management of effective defined benefit plans.

Your expertise in governance and financial wellness will be crucial as you engage in client meetings and deliver high-quality service. The hybrid model allows for collaboration while maintaining your commitment to client engagement. Key Responsibilities:

  • Consult on defined benefit plan management
  • Lead discussions focusing on financial wellness
  • Maintain client relationships for expansion of services
  • Mentor and develop junior team members
  • Address governance and regulatory aspects in meetings Requirements:
  • Bachelor’s degree in finance, economics, or business
  • Minimum 10 years of consulting experience
  • Strong knowledge of financial markets
  • Bilingual in French and English
  • CFA or FICA certification is advantageous Elevate client services and financial planning discussions in a supportive and inclusive environment.
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